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Standard Report - Branch Scorecard

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Report Description

Ranks your branches by several key performance indicators.

BranchScorecardReport.png

 

 

 

Parameters

Parameter Name

Options

Explanation

Branch

All available branches

 

Current Start Date

 

Transaction’s Accounting Period

Current End Date

 

Transaction’s Accounting Period

Comparison Start Date

 

Transaction’s Accounting Period

Comparison End Date

 

Transaction’s Accounting Period

Ar Aging Days

Free Text but must be numeric

This value will be the day number 'X' used in the calculation of AR % > 'X' Day

 

 

 

 

Report Fields

Field Name

Explanation

Branch

Transaction Branch.

Total Hrs.

Total all hours for all billed Transaction Types.

Total Hrs. Rank

Show Ranking order with 1 = Largest amount of Hours, (Highest Ranking) = Smallest amount of Hours.

Change in Hrs.

Difference between the unit from Current accounting period and comparison.

Change in Hrs. Rank

Show Ranking order with 1 = Largest amount of Change in Hours, (Highest Ranking) = Smallest amount of Hours.

Total revenue

Total Amount Billed for entire Branch.

Total Revenue Rank

Show Ranking order with 1 = Largest amount billed, (Highest Ranking) = Smallest amount billed.

Change in Revenue

Change in Revenue = (Total Revenue for Current Time Period) - (Total Revenue for Comparison Time Period).

Change in Revenue Ranking

Show Ranking order with 1 = Largest dollar value change in revenue, (Highest Ranking) = Smallest dollar value change in revenue.

Average Bill Rate

(Total Bill Amount)/(Total Hours) = Average Bill Rate.

Average Bill Rate Ranking

Show Ranking order with 1 = Largest Average Bill Rate, (Highest Ranking) = Smallest Average Bill Rate.

Gross Profit

Branch-wide Gross Profit.

Gross Profit Ranking

Show Ranking order with 1 = Largest Gross Profit, (Highest Ranking) = Smallest Gross Profit.

Gross Profit %

Branch-wide Gross Profit % .

 CASE WHEN ( SUM(BillAmount) + SUM(GPAdjustmentBill)

                                    - SUM(DiscountAmount) ) = 0 THEN 0

                             ELSE SUM(GrossProfit) / ( SUM(BillAmount)

                                                       + SUM(GPAdjustmentBill)

                                                       - SUM(DiscountAmount) )

                        END.

Gross Profit % Ranking

Show Ranking order with 1 = Largest Gross Profit %, (Highest Ranking) = Smallest Gross Profit %.

Gross Margin

Branch-wide Gross Margin .

TotalRevenue - TotalPay

Gross Margin Ranking

Show Ranking order with 1 = Largest Gross Margin, (Highest Ranking) = Smallest Gross Margin.

 

Gross Margin %

Branch-wide Gross Margin %.

( TotalRevenue - TotalPay )  / TotalRevenue

Gross Margin Ranking %

Show Ranking order with 1 = Largest Gross Margin %, (Highest Ranking) = Smallest Gross Margin %.

# Orders Entered

Total # of Orders Entered branch-wide.

# Orders Entered Ranking

Show Ranking order with 1 = Largest # of Orders Entered, (Highest Ranking) = Smallest # of Orders Entered.

# Employees On Assignment

Total # of Employees Assigned to at least one Order branch-wide.

# Employees On Assignment Ranking

Show Ranking order with 1 = Largest # of Employees, (Highest Ranking) = Smallest # of Employees.

Average Hours/Employee

(Total Number of Hours Billed for all Transaction Types)/(# of Employees on Assignment) = Average Hours per Employee.

Average Hours/Employee Ranking

Show Ranking order with 1 = Largest Average Hours/Employee, (Highest Ranking) = Smallest Average Hours/Employee.

# Assignments Ended

Total # of Assignments Ended branch-wide.

# Active Clients

Total # of Active Clients branch-wide.

# Billed Clients

Total # of Clients that were billed branch-wide.

EE to Client Ratio

(# of Employees on Assignment)/(# Active Customers) = EE to Client Ratio.

EE to Client Ratio Ranking

Show Ranking order with 1 = Largest (# of Employees on Assignment)/(# Active Customers) ) = EE to Client Ratio.

% AR > X Days

% AR > X Days = (Total AR that is older than time period specified in the parameter "Aging Days)/(Total AR for entire branch)*100.

% AR > X Days Ranking

Show ranking order where 1 = smallest percent, (Highest Ranking) = Largest percent.

Weekly Branch Score

Add all Rankings in the report = Weekly branch score.

Weekly Branch Score Ranking

Show ranking order where 1 = smallest Weekly Branch Score, (Highest Ranking) = Largest Weekly Branch Score.

 

 

 

Notes

Best Performance, Current Date Range

List each RANKED field and the corresponding top performing branch for each of those fields (so, each branch with Ranking = 1)

 

 

 

 

 

 

 

 

 


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